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Suzano to swap land for 10% stake in Brazil port

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Form Type
6-K

Rhea-AI Filing Summary

Suzano S.A. (SUZ) entered into an agreement with Imetame Group to acquire a 10% equity stake in Imetame Logística Porto S.A., which is developing a greenfield port project in Aracruz, Espírito Santo, Brazil. Suzano will contribute strategically located land it owns as consideration, and this contribution will not affect the operational or economic performance of its Aracruz industrial unit.

The port project foresees five specialized terminals covering containers, general cargo, dry bulk, liquid bulk and ship-to-ship operations. General cargo operations are expected to begin in early 2027 in a first phase. The container terminal, a joint venture with Hanseatic Global Terminals (the terminal division of Hapag-Lloyd, holding a 50% stake), is expected to start in mid‑2028 with an estimated capacity of about 1.2 million TEUs per year, 750 meters of quay length and 17 meters operational depth to receive large vessels.

The remaining terminals will be developed in subsequent phases. Suzano estimates this transaction will not be material to its capital structure or investment plan and states that no capex is planned in 2026 related to this stake. Suzano views the deal as aligned with its long-term value creation strategy and as a way to combine port logistics expertise with monetization of land assets, subject to customary closing conditions including regulatory approval.

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Equity stake in Imetame Logística 10% Equity interest Suzano will hold in Imetame Logística Porto S.A. after the transaction
Number of specialized terminals 5 terminals Planned terminals for containers, general cargo, dry bulk, liquid bulk and ship-to-ship operations
Start of general cargo operations early 2027 Expected beginning of first-phase general cargo operations at the port hub
Start of container terminal operations mid-2028 Expected commencement of operations at the container terminal joint venture
Container terminal capacity approximately 1.2 million TEUs per year Estimated annual throughput capacity for the container terminal
Quay length 750 meters Planned quay length of the container terminal
Operational depth 17 meters Operational water depth allowing accommodation of large vessels at the container terminal
Capex planned for 2026 related to stake 0 No capital expenditures planned in 2026 for Suzano’s equity stake in Imetame Logística
greenfield port project technical
"responsible for developing a greenfield port project currently under construction"
TEUs financial
"expected to have an estimated capacity of approximately 1.2 million TEUs per year"
TEUs (Twenty-foot Equivalent Units) measure cargo container volume by counting how many standard 20-foot containers would fit; a single 20-foot box equals 1 TEU and a 40-foot box equals 2 TEUs. For investors, TEUs are a simple gauge of how busy a shipping company, port, or terminal is—think of it like counting cars through a toll to estimate traffic—and rising or falling TEU volumes can signal changes in revenue, capacity use, and supply-chain health.
capex financial
"no capital expenditures (capex) are planned for 2026 in connection"
Capex, short for capital expenditures, refers to the money a company spends to buy, upgrade, or maintain physical assets such as buildings, equipment, or technology. It matters to investors because these investments can help a company grow and improve its long-term performance, but they also represent significant costs that can impact profitability and cash flow.
conditions precedent regulatory
"subject to customary conditions precedent for transactions of this nature"
Conditions precedent are the specific tasks, approvals, or facts that must be satisfied before a contract or transaction becomes effective or a payment is made. Think of them as a checklist you must complete before turning the key on a new machine; if items are missing the deal can be delayed, renegotiated, or canceled. Investors watch these conditions because they determine timing, completion risk, and whether expected benefits will actually occur.
logistics platform technical
"attributes to establish itself as an important logistics platform for Brazilian"
A logistics platform is a coordinated system—often software combined with physical networks—that organizes how goods are stored, moved and tracked from origin to customer, like a traffic control center for shipments. Investors care because it can cut costs, speed delivery and create repeatable revenue or data advantages; a more efficient platform can improve profit margins, support faster growth and make a company harder for competitors to copy.

FAQ

What transaction did Suzano (SUZ) announce regarding Imetame Logística Porto S.A.?
Suzano announced an agreement with Imetame Group to acquire a 10% equity stake in Imetame Logística Porto S.A., the company developing a greenfield port project in Aracruz, Espírito Santo, Brazil. The consideration will be land contributed by Suzano near the project.

How will Suzano (SUZ) pay for its 10% stake in Imetame Logística?
Suzano will pay for its 10% equity stake in Imetame Logística by contributing land it owns, strategically located for the project’s development. Suzano states this will not affect the operational or economic performance of its Aracruz Unit.

When are port operations at the Imetame Logística project expected to begin?
General cargo operations at the port hub are expected to begin in early 2027 in a limited first phase. The container terminal is expected to start operations in mid‑2028, with additional terminals developed in later phases.

What is the planned capacity of the container terminal in Suzano’s Imetame Logística project?
The container terminal, a joint venture in which Hanseatic Global Terminals holds a 50% stake, is expected to have an estimated capacity of approximately 1.2 million TEUs per year, with 750 meters of quay length and 17 meters operational depth.

Will the Imetame Logística transaction be material for Suzano (SUZ) or require near-term capex?
Suzano estimates the transaction will not be material to its capital structure or investment plan in coming years and states that no capex is planned for 2026 related to its equity stake in Imetame Logística.

What conditions remain before Suzano’s Imetame Logística transaction can close?
Closing of the transaction is subject to customary conditions precedent for deals of this nature, including approval by the regulatory authority. Suzano highlights that these conditions must be satisfied before completion.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of August, 2026.
Commission File Number 001-38755
Suzano S.A.
(Exact name of registrant as specified in its charter)
SUZANO INC.
(Translation of Registrant’s Name into English)
Av. Professor Magalhaes Neto, 1,752
10th Floor, Rooms 1010 and 1011
Salvador, Brazil 41 810-012
(Address of principal executive office)
Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.
Form 20-F ☑    Form 40-F ☐
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): ☐
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): ☐

Enclosures:
Exhibit 99.1 – Deal Imetame Logística



SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
Date: August 31st, 2026
SUZANO S.A.
By:/s/ Marcos Moreno Chagas Assumpção
Name:Marcos Moreno Chagas Assumpção
Title:Vice-President of Finance and Investor Relations

exhibit9911.jpg






NOTICE TO THE MARKET
SUZANO S.A.
Publicly-Held Company
Corporate Taxpayer ID (CNPJ/MF): 16.404.287/0001-55
Company Registry (NIRE): 29.3.0001633-1
São Paulo, August 31, 2026 – Suzano S.A. ("Suzano" or "Company") (B3: SUZB3 | NYSE: SUZ), in line with best corporate governance practices, hereby informs its shareholders and the market that it has entered into an agreement with Imetame Group to acquire a 10% equity stake in Imetame Logística Porto S.A. ("Imetame Logística" and the "Transaction"), the company responsible for developing a greenfield port project currently under construction in the municipality of Aracruz, Espírito Santo, Brazil. The project comprises the development of five specialized terminals (containers, general cargo, dry bulk, liquid bulk, and ship-to-ship operations).

Suzano's 10% equity stake in Imetame Logística will be acquired through the contribution of land owned by Suzano, strategically located for the development of the project, without affecting the operational or economic performance of the Company’s Aracruz Unit, which is located in the same region.

The port hub is expected to start general cargo operations in early 2027, with a limited scope corresponding to the activities planned for its first phase. The container terminal, a joint venture in which Hanseatic Global Terminals (HGT), the terminal division of Hapag-Lloyd, currently the world's fifth-largest container shipping company, holds a 50% stake, is expected to start operations in mid-2028. The terminal is expected to have an estimated capacity of approximately 1.2 million TEUs per year, 750 meters of quay length, and state-of-the-art container handling equipment. With a 17-meter operational depth, the terminal will be capable of accommodating large vessels, a feature that enhances its logistics competitiveness. The remaining terminals will be developed in subsequent phases, in accordance with the project's development schedule.
 
Additionally, Suzano estimates that the Transaction will not represent a material investment for the Company in terms of its capital structure or investment plan for the coming years. Furthermore, no capital expenditures (capex) are planned for 2026 in connection with its equity stake in Imetame Logística.

Suzano believes that the Transaction is aligned with its long-term value creation strategy, combining its business expertise in port logistics with the potential to monetize its land assets. In partnership with groups recognized for their capabilities in developing and operating infrastructure projects, the Company believes that the project has the attributes to establish itself as an important logistics platform for Brazilian foreign trade.
Closing of the Transaction is subject to customary conditions precedent for transactions of this nature, including approval by the regulatory authority.





Finally, by disclosing the information contained in this Notice to the Market, the Company reiterates its commitment to transparency toward its shareholders, investors, and the market in general.


São Paulo, August 31, 2026.

Marcos Moreno Chagas Assumpção
Executive Vice President, Finance, Investor Relations and DigitalTech

Source: View Original Filing on SEC EDGAR

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